Business owners

When you run your own business, it can be hard to find the time to focus on things like your personal finances or nailing down a plan for the future – so let us take some of the strain.

Your business, your future, your way

Business is a passion for many, one that takes a whole lot of time and energy! It can sometimes be hard to find the opportunity to step back and think about the bigger picture. What are your passions beyond the business? For the future? How can you get the most out of life?

Some people have a clear idea of their goals but aren’t sure how to go about achieving them. Others simply haven’t had the time or space to visualise their goals.

The key to unlocking the answers lies in financial planning – and that’s where we come in. With the right plan in place, one that’s personal and built around you, we can ensure both your personal finances and your business are working together in harmony to drive you towards the future you want.

A comprehensive plan

We take a ‘big picture’ view of both your business and personal finances, then see how we can align the two in a way that supports your goals.

Turn dreams into reality

With a financial plan built around your aspirations for the future, achieving them is simple. All you have to do is look forward to it.

Design, develop, deliver

We’ll help you identify what your ideal future looks like – and more importantly, map out a route to help you get there. Whether it involves being hands-on in the business for a while longer or being able to take a step back and look to ventures new, we’ll explore your options in a way that’s simple, clear and achievable.

From protecting your income and your key people to withdrawing funds in the most tax-efficient way, and even looking towards exit strategies, we’ll build a plan that always works towards your end goal: a secure, happy financial future.

Client stories

Want to see the power of financial planning up close? Just take a look at what some of our clients have to say.

Neil, Stockport

As a business owner, Neil was looking for an independent take on his financial situation and a plan for the future. Here’s his story. Read more

Toni, Hyde

Having spent her working life dutifully saving into a pension, Toni wanted to ensure she could get the most out of her money in her retirement and truly enjoy this period. Read her story. Read more

Andy, Stockport

Andy initially came to us looking for help with transferring his DB pension. He ended up gaining a whole lot more. Read his story. Read more

Chris, Edinburgh

As a business coach, Chris knows better than most the value of a robust plan! Together we’ve helped set him on a path to his ideal retirement – here’s how. Read more

Dave, Preston

Dave initially came to us for help in organising his various pension pots and was surprised to learn just how much of a difference a financial plan could make to his future. Here’s his story. Read more

Paul, Timperley

As someone who spends a great deal of time travelling internationally for work, Paul had dreams of seeing the world with his wife in their retirement – on their terms. Read his story. Read more

More ways we can help

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